Enter Charges and Payments

Here's how to use the New Transactions window to enter charges and payments in Tops Ortho:

Enter a Charge:

1. Open the patient chart: go to View > Patient Info or press Command I.
2. Open the New Transactions window: go to Action > New Transaction or press Command T.
3. In the field to the right of the patient name, select the Account to which you would like to post the charge.

4. In the Fee/Payment Type field, select the charge you wish to post. To add customized fees to this list, see related article, Add Charge to Fee Schedule, below.
5. If you have a default amount entered for this charge, it will autofill in the next field; you can overwrite this amount if needed.

6. Enter a note in the Notes field if necessary. Press Tab.
7. On the right side of the New Transactions window, you will see a preview of how the patient account will look once the charge is posted. Review this first.
8. Click Process Charges and Payments.
9. The charge you entered, along with the note, will appear in the patient's Copayment Ledger. The charge will be applied to the patient's Due Now balance.

Enter a Payment:

1. Open the patient chart: go to View > Patient Info or press Command I.
2. Open the New Transactions window: go to Action > New Transaction or press Command T.

3. In the field to the right of the patient name, select the Account to which you would like to post the payment.

4. In the Fee/Payment Type field, select the payment you wish to post.
5. In the next field, enter the payment amount.
6. Enter a note in the Notes field if necessary. Press Tab.
7. On the right side of the New Transactions window, you will see a preview of how the patient account will look once the payment is posted. Review this first.
8. Click Process Charges and Payments.
9. The payment you entered, along with the note, will appear in the patient's Copayment Ledger. The payment will be applied to the patient's Due Now balance.